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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,993 | $87,733+60.7% | $106,554+32.3% | $85,851+64.2% |
| Participation rate | 51.7% | 71.9%-20.2pp | 76.1%-24.4pp | 69.3%-17.6pp |
| Annual return | 16.10% | 21.86%-5.8pp | 26.80%-10.7pp | 318.63%-302.5pp |
| Employer contribution / active EE | $1,075 | $2,073-48.1% | $2,819-61.9% | $2,565-58.1% |
| Participant deferral / active EE | $3,487 | $3,469+0.5% | $4,398-20.7% | $3,952-11.8% |
| Admin fee / account holder | $3,530 | $6,767-47.8% | $7,408-52.4% | $6,261-43.6% |